Close Forge setup guide

Automated follow-up for open estimates, replacement bids, tune-up recommendations, and repair options.

Overview

Give your sales team a reliable second and third touch. The first live versions use Housecall Pro or ServiceTitan webhook-driven follow-up campaigns, local run history, and connector-scoped settings before any write-back automation is enabled.

Core features

Recover unsold work
Launch deployment-specific follow-up campaigns
Give managers visibility into estimate events and message queues

Setup checklist

Connect a Housecall Pro MAX account or a ServiceTitan tenant with approved API access
Deploy the app to one compatible CRM connector
Configure campaign delays, stop conditions, SMS copy, and email copy

Compatible connectors

This app can use: SERVICETITAN, HOUSECALLPRO.

Launch notes

After setup, monitor the app dashboard for deployment status, recent activity, skipped work, and customer records that need human review.